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Connie's ROTH IRA - New Portfolio

John Jarrell

Connie's ROTH IRA
Individual Investor
Ranked #130,961 out of 781,066 TipRanks' Investors
Success Rate
70%
16 out of 23
profitable transactions
Average Return
40.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.80%
6-Month Return-
12-Month Return-
YTD Return▲ 3.32%
Total Return▲ 4.78%

Best Trade

Opened at
Closed at-
Gain▲ 467.58%

Bio

Dividend Portfolie Roth 2

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.67%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.78%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.57%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 3.32%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%▼ 1.67%
▲ 26.04%▲ 5.96%▲ 4.78%
▲ 5.93%▼ 2.41%▼ 1.57%
▲ 11.17%▲ 1.96%▲ 3.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Black Stone Minerals
27%
▲ 21.23%
2
Buy
Jan 18, 2025
International Business Machines
▲ 41.97%
3
Sell
Jan 17, 2025
Oneok
▲ 12.68%
2
Sell
Jan 15, 2025
Verizon
6.14%
▲ 3.86%
3
Buy
Jan 14, 2025
Pfizer
0.54%
▼ 4.60%
2
Buy
Dec 31, 2024
Ares Capital
3.71%
▲ 72.70%
7
Buy
Dec 31, 2024
Walmart
▲ 114.64%
3
Sell
Dec 25, 2024
Goldman Sachs BDC
4.68%
▼ 7.26%
2
Buy
Dec 20, 2024
Microsoft
1.53%
▲ 37.82%
2
Buy
Dec 13, 2024
Enbridge
17.57%
▲ 13.02%
1
Buy
Dec 08, 2024
Energy Transfer
25.82%
▲ 109.54%
1
Buy
Dec 08, 2024